Generate and Customize Reports

ManageCasa’s reporting tools provide a complete solution to access, generate, and analyze your data. You can apply filters, select and organize the columns you need, save report configurations for quick reuse with Presets, and share or export reports directly with registered users.

Running a Report

1. From the left menu, click Reports then select the report you want to run.
2. Configure the available filters, which may vary depending on the report. These can include date ranges or periods, properties, owners, associations, ledger accounts, time intervals (monthly, quarterly, etc.), and more.
3. Choose which columns you want to display and hide the ones you don’t need.
4. Click Run Report to generate the report.

Creating and Managing Report Presets

If you frequently run the same report with the same filters and columns, you can save that configuration as a Preset. Presets allow you to quickly rerun reports using consistent settings, eliminating the need to reconfigure them each time.

Each report can have up to 10 presets, and presets are shared across the account, making them available to all users with access to that report.

You can create a preset either while working on a report or directly from the Preset Reports tab.

• Create a preset while running a report
  • Open a report and configure the desired filters and column visibility.
  • Click Save as Preset.
  • Enter a name for the preset and save.
• Create a preset from the Preset Reports tab
  • From the left menu, go to Reports.
  • Open the Preset Reports tab.
  • Click Create Preset, then select the report you want to create a preset for.
  • Configure the filters and columns, then click Save preset.

From the Preset Reports tab, you can run the report instantly, update, or delete. Just note, any changes made to a preset are applied across the entire account, ensuring that all users see the same updated configuration when they use that preset.
 

Exporting and Sharing Reports

Once your filters are set, you don’t need to run the report first. You can use the Export & Share option to perform multiple actions at once.

Below the filters, located next to Run Report, click Export & Share.

When the Export & Share window opens, you can:

• Rename the file
• Choose the file format (PDF or CSV)
• Then select one or more of the following options:
  • Download the report - this lets you download the report immediately using the selected filters.
  • Save to ManageCasa Files - saves the report to the Files / Documents section. When selected, choose the destination folder and select registered users to share the file with.
  • Send report by email - sends the report directly via email to selected registered users.
  • Send as ManageCasa message - sends the report through the Messages tab. Selected registered users will see the message and report when they log in.

Once you’ve selected your options, click Save to complete all chosen actions.